Company Estee Lauder

Equities

EL

US5184391044

Personal Products

Market Closed - Nyse 04:00:02 2024-03-28 pm EDT 5-day change 1st Jan Change
154.2 USD +6.28% Intraday chart for Estee Lauder +5.40% +5.40%

Business Summary

The Estée Lauder Companies Inc. is one of the 1st world cosmetics groups. Products are sold under brands (Estée Lauder, Aramis, Clinique, Lab Series, Origins, M·A·C, Bobbi Brown, La Mer, Aveda, Jo Malone London, Bumble and bumble, Darphin, Smashbox, Le Labo, Editions de Parfums Frédéric Malle, GLAMGLOW, Kilian Paris, Too Faced, Dr. Jart+, DECIEM and The Ordinary) and under brands of licenses (Tommy Hilfiger, Donna Karan New York, DKNY, Michael Kors, Tom Ford, Dr. Andrew Weil, Ermenegildo Zegna and AERIN). Net sales break down by family of products as follows:

- skin care products (58.4%);

- make-up products (25.9%);

- perfumes (11.9%);

- hair care products (3.5%);

- other (0.3%).

At the end of June 2021, products are marketed through about 1,600 outlets worldwide, distributed between large stores, perfume shops, pharmacies, beauty institutes and exclusive shops, and via Internet.

The group has 10 production sites worldwide.

Net sales are distributed geographically as follows: Americas (23.4%), Europe/Middle East/Africa (42.8%) and Asia/Pacific (33.8%).

Number of employees: 48,050

Sales per Business

USD in Million2022Weight2023Weight Delta
Skin Care
51.6 %
9,886 55.7 % 8,202 51.6 % -17.03%
Makeup
28.4 %
4,667 26.3 % 4,516 28.4 % -3.24%
Fragrance
15.8 %
2,508 14.1 % 2,512 15.8 % +0.16%
Hair Care
4.1 %
631 3.6 % 653 4.1 % +3.49%
Other
0.3 %
49 0.3 % 54 0.3 % +10.20%
Exceptional Items
-0.2 %
-4 0.0 % -27 -0.2 % +575.00%

Sales per region

USD in Million2022Weight2023Weight Delta
China
28.0 %
6,031 34.0 % 4,455 28.0 % -26.13%
United States
24.2 %
4,009 22.6 % 3,848 24.2 % -4.02%
Asia/Pacific
21.6 %
1,624 9.2 % 3,444 21.6 % +112.12%
Europe, the Middle East & Africa
11.1 %
3,513 19.8 % 1,770 11.1 % -49.61%
South Korea
11.0 %
1,951 11.0 % 1,750 11.0 % -10.30%
The Americas
4.2 %
614 3.5 % 670 4.2 % +9.12%
Exceptional Items
-0.2 %
-4 0.0 % -27 -0.2 % +575.00%

Managers

Managers TitleAgeSince
Chief Executive Officer 67 08-02-29
Director of Finance/CFO 60 12-08-19
Chairman 64 85-12-31
Chief Tech/Sci/R&D Officer - 17-08-27
Chief Tech/Sci/R&D Officer 61 11-12-31
Director/Board Member 51 95-12-31
Investor Relations Contact 54 -
Public Communications Contact - 21-05-16
Corporate Officer/Principal - 20-06-30
Corporate Officer/Principal 61 08-12-31

Members of the board

Members of the board TitleAgeSince
Director/Board Member 61 -
Chairman 64 85-12-31
Director/Board Member 80 87-12-31
Director/Board Member 62 03-12-31
Director/Board Member 51 95-12-31
Director/Board Member 76 98-12-31
Director/Board Member 70 06-03-31
Director/Board Member 74 00-12-31
Chief Executive Officer 67 08-02-29
Director/Board Member 53 17-12-31

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 10 125,542,029 0 0 38.86 %
Stock B 1 470,796,449 231,765,971 ( 49.23 %) 237,865,069 ( 50.52 %)

Shareholders

NameEquities%Valuation
Vanguard Fiduciary Trust Co.
8.344 %
19,435,995 8.344 % 2 888 M $
BlackRock Advisors LLC
4.905 %
11,425,232 4.905 % 1 698 M $
9,687,128 4.159 % 1 439 M $
Edgewood Management LLC
3.540 %
8,245,890 3.540 % 1 225 M $
Fidelity Management & Research Co. LLC
3.452 %
8,041,850 3.452 % 1 195 M $
Capital Research & Management Co. (International Investors)
1.990 %
4,635,132 1.990 % 689 M $
Geode Capital Management LLC
1.874 %
4,364,436 1.874 % 648 M $
The Ayco Co. LP
1.787 %
4,163,117 1.787 % 619 M $
Massachusetts Financial Services Co.
1.782 %
4,151,580 1.782 % 617 M $
Eaton Vance Management
1.767 %
4,115,076 1.767 % 611 M $
NameEquities%Valuation
Western Asset Management Company DTVM Ltda.
0.009248 %
517,814 0.009248 % 3 M $
Caixa DTVM SA
0.001587 %
88,860 0.001587 % 541 532 $
Safra Asset Management Ltda.
0.001468 %
82,200 0.001468 % 500 944 $
The Trustee for Aware Super
0.000035 %
1,977 0.000035 % 12 048 $
Bram Bradesco Asset Management S/A DTVM
0.000003 %
162 0.000003 % 987 $

Company contact information

The Estée Lauder Companies, Inc.

767 Fifth Avenue

10153, New York

+212 572 4200

http://www.elcompanies.com
address Estee Lauder(EL)

Group companies

NameCategory and Sector
Household/Personal Care
Specialty Stores
Drugstore Chains
Specialty Stores
Estée Lauder Cosmetics Ltd. (Canada)
Whitman Laboratories Ltd. (Canada)

Sales per Business

Sales per region

Trading Rating
Investor Rating
ESG Refinitiv
B+
More Ratings
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
29
Last Close Price
154.2 USD
Average target price
160.6 USD
Spread / Average Target
+4.17%
Consensus